See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,821 | $111,754-59.0% | $103,333-55.7% | $145,922-68.6% |
| Participation rate | 55.6% | 77.9%-22.4pp | 74.5%-19.0pp | 80.3%-24.7pp |
| Annual return | 8.22% | 24.77%-16.5pp | 24.88%-16.7pp | 561.29%-553.1pp |
| Employer contribution / active EE | $1,672 | $4,212-60.3% | $3,868-56.8% | $4,660-64.1% |
| Participant deferral / active EE | $2,921 | $5,619-48.0% | $5,057-42.2% | $6,688-56.3% |
| Admin fee / account holder | $17,307 | $9,750+77.5% | $8,355+107.1% | $13,397+29.2% |